News & insights
Why has the equity market overlooked the opportunity in South Korean banks? Find out more from Redwheel's Value & Income team.
There is growing recognition of the importance of natural capital to the economy and society, yet it remains a relatively nascent area for investors. We are often asked about the potential for public equity markets to provide solutions that mitigate biodiversity loss compared to private markets. The Redwheel Biodiversity team believe that there is a role for both.
Healthcare valuations are at their lowest since the financial crisis, yet fundamentals are solid. Can we expect a rerating?
After a decade of muted performance, convertible bonds have begun to match and even outperform both global equity and fixed income indices. Why and what is the outlook for balanced strategies?
In his third and final note on the impact of price-agnostic investors, Ian Lance, Portfolio Manager, Redwheel Value & Income, focuses on the extraordinary proliferation of retail traders.
Redwheel’s Emerging and Frontier Markets team examines the investment case for this often-overlooked market. They argue that a combination of deep value, earnings improvement, currency recovery, economic reform and structural tailwinds creates a compelling opportunity for investors seeking dynamic growth and diversification.
Colin Liang, Head of China Research, and Joseph Ayoola, Analyst, report from Shanghai after a two-week research tour across China. Click to watch their key takeaways on economic stability, EV sector innovation and property market recovery in the region.
The Redwheel Emerging and Frontier Markets team, explores how financial inclusion creates attractive investment opportunities as cash-based economies transition into formal financial systems.
In the second part of his series on the impact of price-agnostic investors, Ian Lance highlights how the outsized market influence of huge multi-manager hedge funds is setting the stage for patient, value-focused investors.
Inspired by the classic creature feature ‘Jurassic Park’, Shaul Rosten, Redwheel Value & Income, challenges the perception that private equity investments are more stable than public equities.
Ian Lance, Portfolio Manager, explores how the rise of passive investing is distorting price signals – and why this is creating compelling opportunities for active, value-focused investors.
In our latest insights piece, Peter Hughes, Portfolio Manager of the Redwheel Life Changing Treatments Strategy, explores advancements in cancer detection that could significantly enhance patient outcomes.
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Why has the equity market overlooked the opportunity in South Korean banks? Find out more from Redwheel's Value & Income team.
There is growing recognition of the importance of natural capital to the economy and society, yet it remains a relatively nascent area for investors. We are often asked about the potential for public equity markets to provide solutions that mitigate biodiversity loss compared to private markets. The Redwheel Biodiversity team believe that there is a role for both.
Healthcare valuations are at their lowest since the financial crisis, yet fundamentals are solid. Can we expect a rerating?
After a decade of muted performance, convertible bonds have begun to match and even outperform both global equity and fixed income indices. Why and what is the outlook for balanced strategies?
In his third and final note on the impact of price-agnostic investors, Ian Lance, Portfolio Manager, Redwheel Value & Income, focuses on the extraordinary proliferation of retail traders.
Redwheel’s Emerging and Frontier Markets team examines the investment case for this often-overlooked market. They argue that a combination of deep value, earnings improvement, currency recovery, economic reform and structural tailwinds creates a compelling opportunity for investors seeking dynamic growth and diversification.
Colin Liang, Head of China Research, and Joseph Ayoola, Analyst, report from Shanghai after a two-week research tour across China. Click to watch their key takeaways on economic stability, EV sector innovation and property market recovery in the region.
The Redwheel Emerging and Frontier Markets team, explores how financial inclusion creates attractive investment opportunities as cash-based economies transition into formal financial systems.
In the second part of his series on the impact of price-agnostic investors, Ian Lance highlights how the outsized market influence of huge multi-manager hedge funds is setting the stage for patient, value-focused investors.
Inspired by the classic creature feature ‘Jurassic Park’, Shaul Rosten, Redwheel Value & Income, challenges the perception that private equity investments are more stable than public equities.
Ian Lance, Portfolio Manager, explores how the rise of passive investing is distorting price signals – and why this is creating compelling opportunities for active, value-focused investors.
In our latest insights piece, Peter Hughes, Portfolio Manager of the Redwheel Life Changing Treatments Strategy, explores advancements in cancer detection that could significantly enhance patient outcomes.
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The latest research from Greenwheel analyses the role of gas as renewable energy sources increasingly lead global power demand growth.
Based on six steps to due diligence under the OECD Guidance on Responsible Business Conduct, the Greenwheel Investor Due Diligence Checklist on Child Labour captures “what works” to tackle child labour according to the United Nations, human rights experts, and best practices found in high-risk sectors.
To support investors in applying responsible AI principles, Greenwheel has developed an investor framework drawing on recommendations from international organisations, regulations, human rights experts, and company best practices. This tool translates responsible AI principles into the six due diligence steps that investee companies should take.
To help investors maximise the positive contributions of AI, Greenwheel has identified six key recommendations based on a review of AI-solutions in the agriculture, education, healthcare, and financial services sector across emerging markets.
Small modular reactors (SMRs) are attracting huge attention as a potential answer to rapidly growing demand for substantial, cheap, low-carbon but firm power - particularly for data centres. However, Greenwheel's new research paper shows, this attention can tend toward optimism and hype.
To help investors assess the effectiveness of product recall for medical devices, Greenwheel developed an investor checklist based on the best practices identified by international organisations, regulatory bodies, academic research, and industry research.
A range of measures may be taken to reduce high and volatile electricity prices in both the EU and the UK. Find out more about these measures in Greenwheel's latest report.
This paper aims to equip investors with the knowledge and a simple framework to better understand and assess companies’ reported avoided emissions.
To help investors understand their inherent human rights risks by sector, Greenwheel developed a Human Rights Sector Risk Mapping Tool. This Excelbased tool maps the human rights risks in 163 Global Industry Classification System (GICS) sub-industries at the eight-digit level.
In her latest outlook, Stephanie Kelly analyses three key things needed in 2025 to drive the energy transition.
High-emission companies must prepare for the real and growing transition risks, as the introduction of robust carbon policies could lead to clear and immediate impacts on shareholder value.
President Trump has wasted no time in pursuing his priorities since yesterday’s inauguration. What does this mean for the energy transition, in the USA and internationally? SeeGreenwheel’s analysis of the potential outcomes under two scenarios.
